MERITAGE PORTFOLIO MANAGEMENT Q2 2022 Filing

Filed July 25, 2022

Portfolio Value

$1.3B

Holdings

307

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
TERTERADYNE INC
$4.2M
PNWPINNACLE WEST CAPITAL CP
$4.2M
WPCW P CAREY & CO LLC
$4.1M
FNBFNB CORP
$4.1M
EMREMERSON ELECTRIC
$4.0M
LOWLOWES COMPANIES
$4.0M
CTRACOTERRA ENERGY INC.
$4.0M
SYU1SYNOVUS FINANCIAL
$4.0M
VUGVANGUARD GROWTH ETF
$3.9M
CMCSACOMCAST CORP CL A
$3.9M
NNNNATIONAL RETAIL PROPERTIES INC
$3.8M
TRTN-PATRITON INTERNATIONAL LIMITED
$3.8M
XOMEXXON MOBIL CORP
$3.8M
EVRGEVERGY INC
$3.7M
BMTABRITISH AMERICAN TOBACCO PLC A
$3.6M
GILDGILEAD SCIENCES INC
$3.6M
DHIDR HORTON INC
$3.5M
TDIVFIRST TRUST NASDAQ TECHNOLOGY
$3.5M
MUBISHARES NATIONAL AMT-FREE MUNI
$3.4M
FFORD MOTOR
$3.4M
OGEOGE ENERGY CORP
$3.4M
BACVERIZON COMMUNICATIONS
$3.3M
AMERICAN ELECTRIC POWER CO 6.1
$3.3M
FCXFREEPORT-MCMORAN COPPER & GOLD
$3.2M
NFGNATIONAL FUEL GAS CO
$3.2M
ABBVABBVIE INC
$3.2M
CVXCHEVRON CORP
$3.2M
COPCONOCOPHILLIPS
$3.2M
MRKMERCK & CO INC
$3.1M
NWENORTHWESTERN CORP
$3.1M
CRCCANADIAN NAT RES LTD
$3.0M
PAGPPLAINS GP HOLDINGS LP
$2.9M
UPSUNITED PARCEL SERVICE CL B
$2.9M
BMYBRISTOL-MYERS SQUIBB
$2.8M
CTRECARETRUST REIT INC
$2.7M
BAESYBAE SYSTEMS PLC
$2.6M
LEGLEGGETT & PLATT INC
$2.5M
TRVCCITIGROUP INC
$2.5M
MOALTRIA GROUP INC
$2.5M
OREALTY INCOME CORP
$2.5M
TROWPRICE T ROWE GROUP INC
$2.5M
VTIVANGUARD TOTAL STOCK MKT ETF
$2.4M
JEFJEFFERIES FINANCIAL GROUP
$2.4M
VODVODAFONE GROUP PLC SPONSORED A
$2.4M
PG4PRINCIPAL FINANCIAL GROUP INC
$2.4M
SLGSL GREEN REALTY CORP
$2.4M
CMICUMMINS INC
$2.4M
DWDMORGAN STANLEY
$2.3M
VYMVANGUARD HIGH DIVIDEND YIELD E
$2.3M
ADRNYKONINKLIJKE AHOLD DELHAIZE ADR
$2.3M
GPCGENUINE PARTS CO
$2.3M
VLVLYVOLVO AB
$2.3M
DELLDELL INC
$2.2M
GTYGETTY REALTY CORP
$2.2M
AWNADVANCE AUTO PARTS INC
$2.2M
GDGENERAL DYNAMICS CORP
$2.2M
RIORIO TINTO PLC SPONSORED ADR
$2.2M
UOVEYUNITED OVERSEAS BK LTD SPONSOR
$2.2M
BKTHE BANK OF NEW YORK MELLON CO
$2.1M
KEYKEYCORP
$2.1M
STTSTATE STREET CORPORATION
$2.1M
ANGLO AMERICAN PLC
$2.1M
BRK-BBERKSHIRE HATHAWAY INC-CL A
$2.0M
DDOMINION RES INC VA
$2.0M
ILPTINDUSTRIAL LOGISTICS PPTYS TRU
$2.0M
EENI SPA ADR
$1.9M
UMBFUMB FINL CORP
$1.9M
OMCOMNICOM
$1.9M
RGRSTURM RUGER & CO INC
$1.8M
WMTWAL-MART STORES INC
$1.8M
SCHRSCHWAB INTERMEDIATE-TERM US TR
$1.8M
LYBLYONDELLBASELL INDUSTRIES NV
$1.8M
MMM3M CO
$1.8M
STXSEAGATE TECHNOLOGY
$1.7M
ORIOLD REPUBLIC INTL
$1.7M
APAMARTISAN PARTNERS ASSET MANAGEM
$1.7M
LLYLILLY (ELI)
$1.6M
KMIKINDER MORGAN INC
$1.6M
IJRISHARES S&P SMALLCAP 600
$1.5M
SPHDINVESCO S&P 500 HIGH DIV LOW V
$1.5M
BABOEING CO
$1.4M
SCHBSCHWAB US BROAD MARKET ETF
$1.3M
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$1.3M
SLYVSPDR S&P 600 SMALL CAP VALUE E
$1.2M
VXUSVANGUARD TOTAL INTL STOCK ETF
$1.2M
PEPPEPSICO
$1.1M
CP.TOCANADIAN PACIFIC RAILWAY LIMIT
$1.1M
MCDMCDONALDS
$1.1M
NVDANVIDIA CORP
$1.0M
USBUS BANCORP
$971K
IBMINTL BUSINESS MACHINES
$938K
PGPROCTER & GAMBLE CO
$928K
HDHOME DEPOT INC
$912K
IWMISHARES RUSSELL 2000
$891K
CBSHCOMMERCE BANCSHARES
$801K
4I1PHILIP MORRIS INTERNATIONAL
$759K
ZBRAZEBRA TECHNOLOGIES CORP
$747K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$743K
IVWISHARES S&P 500 GROWTH INDEX
$723K
SDYSPDR S&P DIVIDEND ETF
$694K
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